Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $59.9B
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.2B
AUM Growth
+$6.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,136
New
Increased
Reduced
Closed

Top Buys

1
+$364M
2
+$348M
3
+$269M
4
MSFT icon
Microsoft
MSFT
+$218M
5
COST icon
Costco
COST
+$188M

Top Sells

1
+$32.6M
2
+$24M
3
+$23.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$16M
5
PFG icon
Principal Financial Group
PFG
+$14.7M

Sector Composition

1 Technology 8.84%
2 Healthcare 4.28%
3 Financials 3.88%
4 Consumer Discretionary 2.68%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-8,906
2027
– –
-24,060
2028
– –
-2,685
2029
– –
-2,712
2030
– –
-10,421
2031
– –
-55,684
2032
– –
-15,299
2033
– –
-17,807
2034
– –
-12,990
2035
– –
-1,438
2036
– –
-12,205
2037
– –
-131
2038
– –
-11,162
2039
– –
-10,061
2040
– –
-13,806
2041
– –
-2,203
2042
– –
-9,896
2043
– –
-23,576
2044
– –
-9,352
2045
– –
-21,947
2046
– –
-10,332
2047
– –
-11,546
2048
– –
-13,788
2049
– –
-13,562
2050
– –
-28,447
80 81
82
83 84